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Schwab Short-Term US Treasury ETF

463 hedge funds and large institutions have $4.11B invested in Schwab Short-Term US Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 174 increasing their positions, 169 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+7
Holders Change %
+1.54%
% of All Funds
9.52%
Holding in Top 10
68
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15%
% of All Funds
1.4%
New
55
Increased
174
Reduced
169
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IAS
301
IMA Advisory Services
Colorado
$436K -$109K -4,218 -20%
AFA
302
Atlanta Financial Associates
Georgia
$436K +$218K +8,448 +100%
LJAC
303
L.J. Altfest & Co
New York
$428K -$267K -10,330 -38%
TPA
304
Trivium Point Advisory
Connecticut
$419K -$1.05M -40,802 -72%
GRP
305
Global Retirement Partners
California
$417K -$9.76K -378 -2%
PWA
306
Providence Wealth Advisors
Illinois
$411K +$93.2K +3,612 +29%
SFWA
307
Summit Financial Wealth Advisors
Louisiana
$403K +$59.3K +2,296 +17%
CA
308
Callahan Advisors
Texas
$395K -$37.9K -1,466 -9%
IA
309
IFP Advisors
Florida
$392K +$170K +6,640 +77%
CCM
310
Chilton Capital Management
Texas
$388K -$73.5K -2,850 -16%
RA
311
RFG Advisory
Alabama
$375K +$375K +14,520 New
AMIM
312
Aull & Monroe Investment Management
Alabama
$373K +$142K +5,482 +61%
AIS
313
American Investment Services
Massachusetts
$370K -$85.5K -3,314 -19%
GC
314
Garde Capital
Washington
$367K -$20K -774 -5%
OWM
315
Opes Wealth Management
California
$361K +$361K +14,000 New
NB
316
Nicolet Bankshares
Wisconsin
$358K +$142K +5,498 +66%
RPWA
317
Regent Peak Wealth Advisors
Georgia
$352K -$16.2K -630 -4%
ECM
318
Exchange Capital Management
Michigan
$348K -$4.24K -164 -1%
HFA
319
Hoover Financial Advisors
Pennsylvania
$345K +$345K +13,362 New
EF
320
Empirical Finance
Pennsylvania
$340K -$50K -1,936 -13%
AP
321
Appleton Partners
Massachusetts
$340K
CFD
322
Creative Financial Designs
Indiana
$340K +$340K +13,170 New
SI
323
SimpliFi Inc
California
$338K -$10.7K -416 -3%
RPA
324
Rock Point Advisors
Vermont
$338K -$7.74K -300 -2%
JCM
325
Jacobsen Capital Management
Utah
$336K +$336K +13,048 New